National Association of Personal Financial Advisors Unclaimed

Enhance career growth and uphold fiduciary standards through diverse resources and networking offered by NAPFA Membership.

Enhance your financial planning skills with comprehensive educational resources and continuing education credits.

Enhances business efficiency and client retention for fee-only financial advisors.

Delivers unique insights and solutions for fee-only financial advisors through sponsored webinars.

Provide multi-adviser firms with unique offerings and professional growth resources.

Gain visibility and promote your NAPFA affiliation through a dedicated advisor platform.

Connects NAPFA members with valuable resource partners and tools.

Enjoy exclusive discounts on software and services available to NAPFA members.

Delivery of accredited live and on‑demand courses, webinars, and learning passes that provide CE credits and professional development for fee‑only advisors.

Verified advisor listings and public firm profiles that increase visibility and drive client referrals to fee‑only financial planners.

Content, conferences, and partner-led events that provide practice management guidance, firm growth strategies, and industry insights for advisory firms.

Affinity discounts, vendor listings, and partner directories to reduce costs and help firms evaluate and procure software and services.

Programs and events that facilitate peer networking, mentoring, DEI initiatives, and professional collaboration among advisors.

NAPFA Membership

Access to resources, education, events, and networking for fee-only financial planners. NAPFA Membership provides resources, conferences, webinars, the NAPFA Learning Center, mentoring programs, partner networks, and member discounts, helping members grow their firms and uphold fiduciary standards.

• Gain Access to Learning
  Benefit from a comprehensive selection of educational materials and continuing education opportunities through the NAPFA Learning Center, fulfilling professional requirements and enhancing skills.
• Attend Conferences
  Engage with industry leaders and peers at various NAPFA-hosted conferences to enhance your professional network and knowledge.
• Network with Peers
  Utilize the online member directory and forums to connect with fellow NAPFA members, share experiences, and discuss challenges in a supportive environment.
• Engage in Mentoring
  Participate in mentoring initiatives and utilize DEI resources to foster inclusive practices and professional development in financial planning.
• Access Member Discounts
  Take advantage of exclusive discounts on essential tools and services for financial advisors, enhancing business efficiency.

NAPFA Learning Center

A platform hosting live webinars, on-demand courses, and podcasts, with continuing education credits and a Learning Pass option.

• Accumulate Education Credits
  Members can receive NAPFA and CFP® credits through participation in live webinars and successful completion of quizzes for recorded sessions.
• Maximize Learning Opportunities
  Secure your access to all live webinars throughout the year, ensuring you stay updated on the latest industry trends and practices.
• Engage With Experts
  Participate in real-time discussions and learning experiences with industry leaders, enhancing your knowledge and networking opportunities.
• Centralized Learning Hub
  Streamline all educational resources and easily find webinars, courses, and podcasts in one location.
• Learn at Your Own Pace
  Access a range of courses that allow you to enhance your skills at your own convenience, fitting your learning around your schedule.
• Integrate Learning into Daily Routine
  Enjoy insightful discussions and practical advice from leading professionals while on-the-go, perfect for busy schedules.

NAPFA Advisor Magazine

The Advisor Magazine provides practical insights for fee-only advisors, with articles on practice management, technology, investing, insurance, estate planning, marketing, and more.

• Improves Business Efficiency
  Gain actionable insights to streamline business operations and increase effectiveness.
• Enhance Advisory Skills
  Deepen your knowledge across various aspects of financial advising through diverse articles.
• Learn From Experts
  Read articles authored by industry leaders providing real-world expertise.
• Contribute Knowledge
  Share your expertise by submitting articles, allowing for knowledge exchange among advisors.
• Stay Updated
  Access the most recent insights and trends affecting fee-only advisors.

NAPFA Partner Solutions

A webinar series sponsored by NAPFA partner organizations providing business solutions and thought leadership for fee-only financial planners.

• Earn CE Credits
  Participate in webinars that qualify for valuable continuing education credits, recognized by professional bodies.
• Discover New Solutions
  Explore innovative products and services that can enhance your advisory practice through targeted webinars.
• Gain Provider Insights
  Access unique perspectives and expertise from leading resource providers in the financial planning industry.
• Sponsor Webinars
  Engage directly with the fee-only financial planning community by sponsoring informative webinars.

Corporate Membership Program

NAPFA's corporate membership for multi-adviser firms offers a way to show potential clients the firm's offerings and provides professional growth resources for key employees.

• Supports Multi-adviser Firms
  Provides tailored resources and networking opportunities for firms with several advisers.
• Increase Visibility
  Firm information is shared on a consumer search platform to connect with potential clients.
• Enhance Employee Skills
  Resources aimed at improving member experience through education and training for employees.
• Expand Digital Presence
  List your services on an exclusive platform, enhancing your firm's visibility in the financial advising community.

FeeOnlyNetwork

An exclusive online showcase of registered financial advisors. A free basic profile helps drive traffic to your site and promote your NAPFA affiliation.

• Establish A Presence Online
  Creating a free basic profile allows advisors to showcase their services and attract potential clients.
• Attract More Clients
  The platform significantly increases the chances of being found by individuals searching for fee-only financial planners.
• Enhance Credibility
  Having a NAPFA affiliation publicly displayed fosters trust and credibility with clients seeking financial advice.

Resource Partner Directory

Directory of resource partners offering tools and services to NAPFA members.

• Connects With Resource Partners
  Facilitates professional connections through a comprehensive directory that members can access for support and resources.
• Identify Suitable Partnerships
  Helps users pinpoint ideal resource partners tailored to their specific practice needs, enhancing operational efficiency and service quality.
• Explore Partner Offerings
  Provides detailed listings of various partners, allowing members to explore services and find resources that align with their business goals.
• Utilize Partner Tools
  Equips members with specialized tools from partners, facilitating improved service offerings and business practices.

Member Discounts

Discount program offering software discounts, industry publications, and other partner discounts to NAPFA members.

• Receive Significant Savings
  Access substantial discounts on various financial planning software, enabling members to effectively enhance their practice.
• Stay Updated with Discounts
  Enjoy discounts on essential industry publications that keep you informed about trends and news impacting financial planning.
• Access Diverse Offers
  Explore various partner discounts on products and services that support financial advisors in their practice.